Smith envisions DTC subscriptions reaching 50% of Teffola's future revenue
Claire Smith · #105 Teffola: Granola Guy Approved · Mar 4, 2025 · at 13:52
Claire Smith pitches Teffola on The Pitch, discussing her customer acquisition and subscription metrics with investors.
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“I can see a future for sure where 50% of our revenue is coming from direct to consumer because we set up a subscription model, and so people can order this on subscription, and that sticky revenue has been amazing. It was 20% of our revenue last year.”
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More from Claire Smith
Smith: Organic monocropping strips soil and does not guarantee soil health
“You can be an organic farmer and plant the same crops year after year after year, and that is stripping the soil. Just because you're organic doesn't mean you're focused on soil health.”
Smith: Teffola snack revenue projected to double granola revenue next year
“Now we're expanding into the snack category, projected to outperform granola revenue two to one by the end of next year.”
Smith: Teffola has a 27% blended margin and $4.35 COGS per bag
“So our blended margin is 27% between direct-to-consumer, which is online and Amazon, and then our wholesale and distributor channels. And then our COGS per bag are about four 35.”
Smith: Teffola generated $70K YTD with revenue split across three channels
“Year to date, we're at 70,000 with 10,000 in accounts receivable. So 40% to distributor, 30% direct to stores, and then direct to consumer is right around 30%.”